Avp- Private Wealth

3 weeks ago

Mumbai, India Searchlight HR Services Full time

**Greetings from SearchLight HR Pvt. Ltd**

We are a professionally managed Executive search company with experience in building successful careers and successful organizations. In this endeavour we provide end to end recruitment solutions to esteemed organizations for senior management, professional and technical positions.

**Currently we have an excellent opportunity with a fast growing SEBI registered FinTech in the wealth management domain. The company is growing exponentially in their journey to become a unicorn by 2024 -25. The client has 10 Lakh registered customers on their FinTech platform.**

**Location - Mumbai - Lower Parel**

**Position: AVP/VP - Private wealth**

**About the role**:The Assistant Vice President / Vice President
- Private Wealth is the ultimate face of the business. She/he is going to be responsible for generating business from the client with the help of existing & new client relationships. She/He would be responsible for acquiring High net worth relationships, retaining such relationships by delivering the best standards of services. She/He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

**Broader Role / Responsibilities**:

- The Assistant Vice President / Vice President
- Private Wealth will be responsible for acquiring & advising HNI clients (Affluent & Super Affluent)
- Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients.
- Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- To Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
- To research, investigate on available investment opportunities/financial market trend to determine whether they fit into client’s portfolios.
- To coordinate with product and research team for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- Prior experience of working in a Broking/Private bank/wealth management set up.
- Handle and manage clients with a minimum Investment amount of Rs 1 crore and above.

**Requirements**:

- MBA/PGDBM /CFA
- At least **4 years** working within a sales environment preferably in a BFSI / Finance sector.
- Fluency in English, Hindi & any one regional language
- Excellent communication skills - verbal and written and excellent telephone skills
- High degree of accuracy
- NISM certification preferred (Valid Mandatory Certificates as per regulatory requirements)

**Salary**: Up to ₹3,000,000.00 per year

Schedule:

- Day shift

**Speak with the employer**
+91 9833345988

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